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- Tasks: Manage relationships with high-net-worth clients and guide their charitable giving.
- Company: Join a prestigious private bank known for wealth management and philanthropy.
- Benefits: Enjoy hybrid working, excellent bonuses, and a top-tier pension scheme.
- Why this job: Make a real impact in philanthropy while developing your business skills.
- Qualifications: Experience in financial services and client management is essential.
- Other info: Opportunity to represent the trust at industry events and expand your network.
The predicted salary is between 42000 - 84000 £ per year.
Up to £70,000 plus excellent bonus and benefits.
Hybrid working available.
Our client, a prestigious private bank renowned for its long-standing heritage and comprehensive wealth management solutions, is seeking a talented and driven Relationship Manager to join their dedicated Charitable Trust team. This is a unique opportunity to play a pivotal role within a leading Donor-Advised Fund (DAF) in the UK, combining deep client relationship management with strategic business development. You will be instrumental in helping high-net-worth individuals and families achieve their philanthropic goals through expertly managed charitable giving.
Duties of the Relationship Manager (Charitable Trust / DAF) include:
- Client Relationship Management: Cultivate and deepen enduring relationships with an existing portfolio of high-net-worth families and foundations within the charitable trust/DAF. Provide expert guidance on philanthropic strategies, grant-making processes, and DAF administration, ensuring alignment with donor intentions. Serve as the primary point of contact for clients, delivering exceptional service and proactively addressing their needs and queries. Facilitate the efficient and compliant distribution of grants, overseeing due diligence and reporting for donor-advised funds.
- Business Development: Identify, engage, and convert new business opportunities from the bank's existing client base who are not yet utilizing the charitable trust services. Proactively develop relationships with external high-net-worth individuals, families, and their advisors (e.g., lawyers, accountants, wealth managers) to introduce the value proposition of the DAF. Develop and execute strategic outreach plans, presentations, and networking initiatives to expand the trust's client portfolio and market presence. Represent the charitable trust at industry events, seminars, and relevant professional networking functions.
Requirements for the successful Relationship Manager include:
- Proven track record in business development within the financial services sector, ideally engaging with high-net-worth clients.
- Direct experience with Donor-Advised Funds (DAFs) or significant professional experience within the broader philanthropy or charity sectors is essential.
- Exceptional client relationship management skills, with the ability to build rapport and trust with sophisticated clients.
- Strong understanding of charitable giving mechanisms, tax implications for donors and charities, and relevant regulatory frameworks.
- Excellent communication, presentation, and negotiation skills, both written and verbal.
- Highly organized, with meticulous attention to detail and the ability to manage multiple priorities effectively.
- Self-motivated, proactive, and target-driven, with a collaborative team-player mindset.
- Relevant professional qualifications (e.g., CISI, STEP, or equivalent financial services/philanthropy accreditations) are desirable.
Benefits include:
- Excellent industry leading pension scheme.
- High level bonus.
- Heavily subsidised on-site catering.
- Hybrid working, allowing you flexibility to balance working from home.
- Full private healthcare.
- AND MORE!
Relationship Manager (Charitable Trust) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager (Charitable Trust)
✨Tip Number 1
Network actively within the philanthropic and financial services sectors. Attend industry events, seminars, and networking functions to meet potential clients and advisors who can introduce you to high-net-worth individuals interested in charitable giving.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in charitable giving and Donor-Advised Funds (DAFs). This knowledge will not only enhance your conversations with clients but also position you as a trusted expert in the field.
✨Tip Number 3
Develop a strong personal brand that highlights your expertise in client relationship management and business development. Use platforms like LinkedIn to share insights and connect with professionals in the charity and finance sectors.
✨Tip Number 4
Prepare to demonstrate your understanding of the unique needs of high-net-worth clients. Be ready to discuss how you can help them achieve their philanthropic goals through tailored strategies and exceptional service.
We think you need these skills to ace Relationship Manager (Charitable Trust)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management and business development, particularly within the financial services sector. Emphasise any direct experience with Donor-Advised Funds or philanthropy.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for charitable giving and your understanding of the philanthropic landscape. Mention specific examples of how you've successfully managed high-net-worth clients and contributed to their philanthropic goals.
Highlight Relevant Qualifications: If you have professional qualifications such as CISI or STEP, make sure to mention these prominently in your application. They can set you apart from other candidates and demonstrate your commitment to the field.
Showcase Communication Skills: Since excellent communication is key for this role, ensure your application is well-written and free of errors. Use clear and concise language to convey your ideas and experiences effectively.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your Relationship Management Skills
Prepare specific examples of how you've successfully built and maintained relationships with high-net-worth clients. Highlight your ability to understand their needs and provide tailored solutions, as this is crucial for the role.
✨Demonstrate Knowledge of Philanthropy
Familiarise yourself with Donor-Advised Funds and the broader charity sector. Be ready to discuss current trends in charitable giving and how you can help clients achieve their philanthropic goals.
✨Prepare for Business Development Questions
Think about your previous experiences in business development. Be prepared to discuss strategies you've used to identify and engage new clients, as well as how you would approach expanding the bank's charitable trust services.
✨Exhibit Strong Communication Skills
Practice articulating your thoughts clearly and confidently. Since the role requires excellent communication and presentation skills, consider doing mock interviews to refine your delivery and ensure you can effectively convey your ideas.
